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Texas Capital Bancshares
TCBI

Overview Fund Activity

254 hedge funds and large institutions have $3.24B invested in Texas Capital Bancshares in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 21 closing their positions.

Holders
254
Holders Change
+9
Holders Change %
+3.67%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
35
Increased
86
Reduced
85
Closed
21
Calls
$737K
Puts
$5.23M
Net Calls
-$4.49M
Net Calls Change
-$3.05M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
State Street
2
State Street
Massachusetts
$184M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$71.5M
4
NRCM
4
North Reef Capital Management
California
$120M
5
BlackRock
5
BlackRock
New York
$388M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$178M
3
WHG
3
Westwood Holdings Group
Texas
$1.92M
4
Walleye Capital
4
Walleye Capital
New York
$0
5
Holocene Advisors
5
Holocene Advisors
New York
$59.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$6.98K 108 -1,000 -90%
PTC
227
Private Trust Company
Ohio
$6.66K 103 – –
SS
228
Sunbelt Securities
Texas
$6.46K 100 – –
PVH
229
Psagot Value Holdings
Israel
$6K 87 +87 New
PS
230
Principal Securities
Iowa
$5.82K 90 +90 New
FFO
231
Fortitude Family Office
Arizona
$4.91K 76 +76 New
AF
232
Allworth Financial
California
$3.75K 58 +20 +53%
Fuller & Thaler Asset Management
233
Fuller & Thaler Asset Management
California
$3.56K 55 -120 -69%
GRP
234
Global Retirement Partners
California
$3.13K 50 – –
MFT
235
Moisand Fitzgerald Tamayo
Florida
$2.91K 45 – –
JWA
236
JFS Wealth Advisors
Pennsylvania
$2.78K 43 +2 +5%
VCM
237
Versant Capital Management
Arizona
$2.39K 37 – –
HI
238
Harbour Investments
Wisconsin
$1.94K 30 – –
LC
239
Lindbrook Capital
California
$1.81K 28 -8 -22%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$1.62K 25 – –
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.29K 20 -2 -9%
EC
242
EntryPoint Capital
New York
$1.16K 18 +18 New
PWMG
243
Prestige Wealth Management Group
New Jersey
$970 15 – –
HNB
244
Huntington National Bank
Ohio
$905 14 +13 +1,300%
S
245
Sachetta
Massachusetts
$776 12 +12 New
SIC
246
SJS Investment Consulting
Ohio
$711 11 -3 -21%
FFA
247
Farther Finance Advisors
California
$711 11 +5 +83%
AAG
248
Armstrong Advisory Group
Massachusetts
$647 10 +10 New
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$582 9 +9 New
GI
250
Gradient Investments
Minnesota
$259 4 – –
8 9
10
11 12